Benjamin F. Edwards & Company’s NextEra Energy NEE Stock Holding History

Benjamin F. Edwards & Company’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$16.3M	Buy	229,844 +9,440	+4%	+$670K	0.29%	104
2024 Q1	$14.1M	Buy	220,404 +13,539	+7%	+$793K	0.26%	109
2023 Q4	$12.6M	Buy	206,865 +19,045	+10%	+$1.09M	0.25%	111
2023 Q3	$10.8M	Buy	187,820 +4,785	+3%	+$331K	0.41%	56
2023 Q2	$13.6M	Buy	183,035 +2,823	+2%	+$214K	0.52%	41
2023 Q1	$13.9M	Buy	180,212 +295	+0.2%	+$22.7K	0.58%	31
2022 Q4	$15M	Sell	179,917 -26	-0%	-$2.1K	0.68%	26
2022 Q3	$14.1M	Sell	179,943 -10,439	-5%	-$886K	0.71%	28
2022 Q2	$14.7M	Buy	190,382 +10,761	+6%	+$819K	0.71%	26
2022 Q1	$15.2M	Sell	179,621 -1,329	-0.7%	-$107K	0.68%	28
2021 Q4	$16.9M	Buy	180,950 +4,716	+3%	+$408K	0.75%	24
2021 Q3	$13.8M	Buy	176,234 +533	+0.3%	+$43K	0.7%	27
2021 Q2	$12.9M	Buy	175,701 +2,517	+1%	+$189K	0.66%	28
2021 Q1	$13.1M	Sell	173,184 -2,092	-1%	-$163K	0.71%	25
2020 Q4	$13.5M	Buy	175,276 +19,004	+12%	+$1.42M	0.8%	20
2020 Q3	$10.8M	Buy	156,272 +1,312	+0.8%	+$90.6K	0.73%	25
2020 Q2	$9.3M	Sell	154,960 -2,128	-1%	-$127K	0.68%	30
2020 Q1	$9.45M	Sell	157,088 -5,556	-3%	-$349K	0.81%	21
2019 Q4	$9.85M	Buy	162,644 +1,356	+0.8%	+$79.2K	0.69%	26
2019 Q3	$9.39M	Sell	161,288 -868	-0.5%	-$47K	0.73%	23
2019 Q2	$8.3M	Sell	162,156 -3,468	-2%	-$171K	0.7%	25
2019 Q1	$8.01M	Buy	165,624 +1,256	+0.8%	+$57.4K	0.73%	23
2018 Q4	$7.14M	Buy	164,368 +33,404	+26%	+$1.46M	0.74%	27
2018 Q3	$5.49M	Buy	130,964 +1,056	+0.8%	+$45K	0.52%	43
2018 Q2	$5.42M	Sell	129,908 -500	-0.4%	-$20.2K	0.53%	41
2018 Q1	$5.33M	Sell	130,408 -352	-0.3%	-$13.6K	0.54%	36
2017 Q4	$5.11M	Buy	130,760 +2,740	+2%	+$106K	0.53%	38
2017 Q3	$4.69M	Buy	128,020 +10,732	+9%	+$393K	0.56%	37
2017 Q2	$4.11M	Sell	117,288 -3,456	-3%	-$118K	0.54%	43
2017 Q1	$3.88M	Sell	120,744 -468	-0.4%	-$14.7K	0.57%	37
2016 Q4	$3.62M	Sell	121,212 -1,860	-2%	-$55.6K	0.59%	37
2016 Q3	$3.76M	Sell	123,072 -316	-0.3%	-$9.96K	0.67%	36
2016 Q2	$4.02M	Sell	123,388 -380	-0.3%	-$11.4K	0.78%	27
2016 Q1	$3.66M	Buy	123,768 +600	+0.5%	+$16.8K	0.76%	33
2015 Q4	$3.2M	Buy	123,168 +2,128	+2%	+$53.8K	0.69%	35
2015 Q3	$2.95M	Sell	121,040 -592	-0.5%	-$15.1K	0.65%	39
2015 Q2	$2.98M	Buy	121,632 +2,008	+2%	+$51K	0.59%	39
2015 Q1	$3.11M	Buy	119,624 +14,456	+14%	+$381K	0.65%	38
2014 Q4	$2.79M	Buy	105,168 +6,464	+7%	+$163K	0.65%	33
2014 Q3	$2.32M	Sell	98,704 -1,636	-2%	-$39.5K	0.58%	41
2014 Q2	$2.57M	Hold	100,340	–	–	0.65%	33
2014 Q1	$2.4M	Buy	100,340 +1,760	+2%	+$39.9K	0.66%	32
2013 Q4	$2.11M	Buy	98,580 +1,952	+2%	+$41.2K	0.71%	34
2013 Q3	$1.94M	Sell	96,628 -3,864	-4%	-$79.8K	0.72%	34
2013 Q2	$2.05M	Buy	+100,492	New	+$1.99M	0.82%	26

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Benjamin F. Edwards & Company's NEE Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its NextEra Energy (NEE) stake by 4.3% in Q2 2024, buying an estimated $670K and bringing the position to 229,844 shares worth $16.3M. The position accounts for 0.29% of the portfolio, ranked #104.

Benjamin F. Edwards & Company first reported a position in NEE in Q2 2013 and has held it in 45 quarters since. The position peaked at $16.9M in Q4 2021. 2,541 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

Benjamin F. Edwards & Company held 229,844 shares of NextEra Energy worth $16.3M as of Q2 2024.
Benjamin F. Edwards & Company bought 9,440 NextEra Energy shares in Q2 2024, an estimated $670K.
NextEra Energy made up 0.29% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #104 holding.
Benjamin F. Edwards & Company first reported a position in NextEra Energy in Q2 2013 and has held it in 45 quarters since.
Benjamin F. Edwards & Company's NextEra Energy position peaked at $16.9M in Q4 2021.
2,541 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.